Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZON WEALTH MANAGEMENT LLC | COM | 3751 | $229,669 | 4,602 | 0.00 | 0.00 | -3,053 | -39.88 | 03-31-2024 |
HORAN SECURITIES INC | Stock | 3752 | $229,589 | 4,600 | 0.00 | 0.00 | 4 | 0.09 | 03-31-2024 |
DEDORA CAPITAL INC | COM | 3753 | $229,511 | 4,598 | 0.00 | 4,598 | +Inf | 03-31-2024 | |
UNIFIED TRUST COMPANY NA | Equities | 3754 | $250,000 | 4,596 | 0.07 | 0.07 | 100 | 2.22 | 09-30-2021 |